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E-Commerce

E-commerce moves retail from a shop to a screen, and drags with it the warehousing, delivery, and payment systems needed to make that work. Scale and delivery density decide who earns a profit.

240 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
7126
CFGF
Compass Financial Group (Florida)
Florida
$596K +$310K 2 0.25% Increased
7127
4FG
4Thought Financial Group
New York
$593K -$9.15K 1 0.28% Reduced
7128
LFG
Lockerman Financial Group
California
$593K -$77.6K 2 0.91% Reduced
7129
PPF
Pacific Park Financial
California
$592K -$5.72K 1 0.34% Reduced
7130
HWM
Hassell Wealth Management
Louisiana
$590K -$57.5K 1 0.18% Reduced
7131
BWM
BCO Wealth Management
New Mexico
$590K $0 2 0.32% Maintained
7132
CF
Crosspoint Financial
California
$589K +$295K 2 1.35% Increased
7133
AFC
Alpine Fox Capital
Nevada
$579K +$549K 1 0.27% New
7134
HP
Hartree Partners
New York
$578K +$609K 1 0.12% New
7135
MPW
Melone Private Wealth
Michigan
$578K +$19.6K 2 0.22% Increased
7136
CGA
Compound Global Advisors
Washington
$574K +$281K 3 14.18% Increased
7137
CG
Castellan Group
Kentucky
$572K -$236K 1 0.06% Reduced
7138
LFG
Leverty Financial Group
Wisconsin
$570K $0 1 0.11% Maintained
7139
BWM
Buska Wealth Management
Wisconsin
$567K +$81.2K 1 0.2% Increased
7140
MWA
Mills Wealth Advisors
Texas
$566K -$62.7K 2 0.18% Reduced
7141
DIG
Dauntless Investment Group
New Hampshire
$566K +$641K 1 0.44% New
7142
SCM
Semanteon Capital Management
Massachusetts
$564K +$109K 3 2.55% Increased
7143
OWA
OakTrust Wealth Advisors
Connecticut
$560K -$204K 1 0.48% Reduced
7144
WVP
Worth Venture Partners
New Jersey
$559K +$501K 3 1.26% Increased
7145
YCM
Yakira Capital Management
Connecticut
$557K -$559K 1 0.16% Reduced
7146
LPP
Life Planning Partners
Florida
$555K $0 2 0.41% Maintained
7147
EFP
Envision Financial Planning
Tennessee
$554K -$218K 1 0.18% Reduced
7148
JWM
JHP Wealth Management
Colorado
$554K -$39.9K 2 0.45% Reduced
7149
PCM
Peirce Capital Management
Texas
$554K -$15.8K 2 0.2% Reduced
7150
IW
Integrated Wealthcare
North Carolina
$552K $0 1 0.41% Maintained